Meredith Wealth Planning Vanguard Small Cap Value ETF Transaction History
Meredith Wealth Planning
- $336 Billion
- Q4 2025
A detailed history of Meredith Wealth Planning transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Meredith Wealth Planning holds 1,447 shares of VBR stock, worth $297,300. This represents 0.09% of its overall portfolio holdings.
Number of Shares
1,447
Previous 1,477
2.03%
Holding current value
$297,300
Previous $308 Million
0.59%
% of portfolio
0.09%
Previous 0.1%
Shares
2 transactions
Others Institutions Holding VBR
# of Institutions
1,807Shares Held
91.7MCall Options Held
70.1KPut Options Held
8.2K-
Bank Of America Corp Charlotte, NC15.4MShares$3.17 Billion0.23% of portfolio
-
Assetmark, Inc4.38MShares$900 Million1.9% of portfolio
-
Morgan Stanley New York, NY3.83MShares$787 Million0.05% of portfolio
-
Betterment LLC New York, NY3.1MShares$637 Million1.28% of portfolio
-
Wells Fargo & Company San Francisco, CA1.78MShares$365 Million0.07% of portfolio